MonikaK1
Employee Tax Expert

Investors & landlords

If you sold stock through a brokerage, a 1099-B should have been issued. Check with the company. Your 1099-B may also be available to view and download online from your account, as mentioned by leeloo above.

 

Once you have the information, if you enter the 1099-B information yourself rather than import it:

 

Normally, if you type in "jump to Form 1099-B" in the Search window (by clicking on the hourglass icon in the upper right) it will take you to the section, Your Investments and Savings. TurboTax will automatically populate a Form 1099-B as appropriate based on the information you enter in this section.

 

If the "jump to" function doesn't work, just go to Wages and Income and scroll down to Investments and Savings.

 

From there:

 

  1. Scroll down and click on the box "+Add investments"
  2. Click Continue
  3. Select one of the brokerages that appears in order to import their data, or click Enter a Different Way
  4. Click on the appropriate box that represents the type of investment you are entering. Choosing to enter Stocks and Bonds, or Cryptocurrency will lead you to the entry screens for your Form 1099-B.

 

See this article for more information on the topic from TurboTax.

 

@ABeegs 

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